Awards

EXCLUSIVE: Winners Of Family Wealth Report 2021 Awards

Editorial Staff, May 6, 2021

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Insurance Categories
INSURANCE BROKERAGE PROVIDER
Winner: Alliant Private Client
INSURANCE UNDERWRITER
Winner: PURE Insurance

Investment & Asset Management Categories
PRIVATE CLIENT INVESTMENT PLATFORM
Winner: CIBC Private Wealth Management
Commended: Bessemer Trust

ASSET MANAGEMENT FIRMS SERVING FAMILY OFFICES and PPRIVATE BANKS
Winner: Brown Advisory
Commended: Capital Counsel

ALTERNATIVE ASSET MANAGER
Winner: Citi Private Bank

OUTSOURCED CIO
Winner: Glenmede

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING – Product
Winner: Sonen Capital

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING – Advisory
Winner: Tiedemann Advisors

Leadership Categories
DIVERSITY IN WEALTH MANAGEMENT (Company)
Winner: BMO Family Office

OUTSTANDING CONTRIBUTION TO WEALTH THOUGHT LEADERSHIP (Company)
Winner: Boston Private

WOMEN IN WEALTH MANGEMENT (Company)
Winner: Glenmede

WOMEN IN WEALTH MANAGEMENT (Individual)
Winner: CIBC Private Wealth Management - Frances Boatwright

LEADING INDIVIDUAL (Service product provider)
Winner: Trusted Family - Edouard Thijssen
Commended: Envestnet - Tony Leal

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Individual)
Winners: James Grubman and Dennis Jaffe

LEADING INDIVIDUAL (MFO)
Winner: Pathstone - Matthew Fleissig
Commended: TAG Associates - Jonathan Bergman

Private Client (Legal & Fiduciary) Categories
TAX ADVISOR
Winner: Anchin Block Anchin

WEALTH PLANNING
Winner: Gresham Partners

LEGAL TEAM OF THE YEAR
Winner: Neal Gerber Eisenberg
Commended: Handler Thayer

FIDUCIARY OR TRUST SERVICES
Winner: Pitcairn
Commended: Tolleson Wealth Management

ACCOUNTANCY ADVISOR
Winner: PKF O'Connor Davies Family Office

Specialist Wealth Management Categories
HEALTHCARE SERVICES
Winner: Black Bag

ART & PRIVATE COLLECTIONS
Winner: Ronald Varney Fine Art Advisors
Commended: Citi Private Bank

MARKETING OR PR CAMPAIGN
Winner: Fiduciary Trust Company

PRIVATE TRAVEL
Winner: Integris

PROPERTY & HOUSEHOLD
Winner: JDJ Family Office Services

CYBER SECURITY
Winner: Summitas

CONCIERGE/SPECIALIST SERVICE FIRM
Winner: Theia Senior Solutions

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